- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...63 securities licenses and state insurance license required. * CFP designation highly preferred . *WHAT'S IN IT ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Edward Jones (Berkeley, CA)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Bank of America (Carmel, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- JPMorgan Chase (San Francisco, CA)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
- TIAA (San Francisco, CA)
- …Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial ... Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and...days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role… more
- Columbia Bank (Los Angeles, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team… more
- UMB Bank (Sacramento, CA)
- …experience to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor...Management or Finance or combinations of education & experience preferred + 5+ years of financial services… more
- JPMorgan Chase (Irvine, CA)
- …strongly preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is ... this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal...group, you will partner with clients to create custom financial plans based on their goals. You will meet… more
- M&T Bank (Los Angeles, CA)
- …track record of implementing wealth management strategies **Education and Experience Preferred :** Securities licensing, CFP , CTFA, CPA designation MBA (Master's ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …focus on what matters most. This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor , and clear growth ... via email or LinkedIn. Requirements + 4-8+ years in financial services; wealth management or RIA experience preferred.... + Familiarity with eMoney or similar tools; + CFP (R) preferred + Strong communication, attention to… more